Laurel Wealth Advisors LLC - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 813 filers reported holding WP CAREY INC in Q1 2023. The put-call ratio across all filers is 0.41 and the average weighting 0.2%.

About WP CAREY INC

WP Carey Inc. is a leading global net lease REIT that provides long-term leases to companies across a variety of industries. The company has a diversified portfolio of properties, including office, industrial, warehouse, and retail spaces. WP Carey has a strong track record of delivering consistent returns to its investors, with a focus on generating stable cash flows through its net lease business model.

One of the key strengths of WP Carey is its ability to identify and acquire high-quality properties that are leased to creditworthy tenants. The company has a disciplined approach to underwriting and due diligence, which has helped it to maintain a high occupancy rate and minimize the risk of tenant defaults. WP Carey also has a strong balance sheet, with a conservative leverage ratio and a well-diversified funding base.

In recent years, WP Carey has expanded its global footprint through strategic acquisitions and partnerships. The company has a presence in North America, Europe, and Asia, and is well-positioned to capitalize on the growing demand for net lease properties in these regions. WP Carey has also demonstrated a commitment to sustainability, with a focus on reducing its environmental footprint and promoting social responsibility.

Overall, WP Carey is a well-managed REIT with a proven track record of delivering consistent returns to its investors. With a diversified portfolio of high-quality properties and a disciplined approach to underwriting, the company is well-positioned to continue generating stable cash flows and creating long-term value for its shareholders.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
Laurel Wealth Advisors LLC ownership history of WP CAREY INC
ValueSharesWeighting
Q3 2023$21,416
-20.0%
3960.0%0.01%0.0%
Q2 2023$26,754
-12.8%
3960.0%0.01%
-16.7%
Q1 2023$30,671
-0.9%
3960.0%0.01%
-14.3%
Q4 2022$30,948
+10.5%
3960.0%0.01%0.0%
Q3 2022$28,000
-15.2%
3960.0%0.01%
-12.5%
Q2 2022$33,000
+3.1%
3960.0%0.01%
+14.3%
Q1 2022$32,0000.0%3960.0%0.01%0.0%
Q4 2021$32,000
-27.3%
396
-33.6%
0.01%
-30.0%
Q3 2021$44,000
-4.3%
596
-4.0%
0.01%0.0%
Q2 2021$46,000
+4.5%
6210.0%0.01%
-9.1%
Q1 2021$44,000
+4.8%
621
+4.2%
0.01%0.0%
Q4 2020$42,000
+7.7%
5960.0%0.01%
-8.3%
Q3 2020$39,000
-2.5%
5960.0%0.01%
-7.7%
Q2 2020$40,000
+14.3%
5960.0%0.01%0.0%
Q1 2020$35,000
-27.1%
5960.0%0.01%
-13.3%
Q4 2019$48,000
-9.4%
5960.0%0.02%
-16.7%
Q3 2019$53,000
+10.4%
5960.0%0.02%
+5.9%
Q2 2019$48,000
+2.1%
5960.0%0.02%0.0%
Q1 2019$47,000
+20.5%
5960.0%0.02%
+6.2%
Q4 2018$39,0005960.02%
Other shareholders
WP CAREY INC shareholders Q1 2023
NameSharesValueWeighting ↓
Seneca House Advisors 101,564$8,416,0005.50%
Presima Securities ULC 224,300$18,585,0004.56%
EWG Elevate Inc. 86,360$7,156,0003.48%
Demars Financial Group, LLC 72,175$5,980,0003.41%
Community Capital Management, LLC 28,200$2,337,0002.84%
Capital Square, LLC 41,018$3,398,0002.82%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 107,342$8,894,0002.71%
TriaGen Wealth Management LLC 43,974$3,644,0002.59%
Creegan & Nassoura Financial Group, LLC 34,365$2,847,0002.39%
Investmark Advisory Group LLC 27,329$2,264,0002.24%
View complete list of WP CAREY INC shareholders